Admin & Operations

4 days ago

Sadashivanagar Bengaluru Karnataka, India Your Personal CFO Full time ₹ 18,00,000 - ₹ 27,00,000 per year

Overview

We are seeking a detail-oriented and proactive Operations Associate to join our dynamic team. The ideal candidate will play a crucial role in ensuring the smooth operation of our office by providing essential administrative support. This position requires a blend of organisational skills, computer proficiency, and effective communication abilities to enhance our operational efficiency.

I am looking for Office Admin and Mutual Fund Operations Executive.

This is a work from office opportunity 9AM to 6PM Monday to Saturday.

This job has 2 functions:

1. Office Admin & Accounts

- Office Maintenance, Upkeep, Documentation

- Pick up & Drop to Bank or Clients for Cheques or Documents

- Scan & Reconcile: Invoices, Bills, CC, SB, CA, Insurance, etc

  1. Operations Assistant
  2. Client Operations - documents, database, KYC, COB, account opening, transactions
  3. Office Operations - Google drive, folders, policies,
  4. Data Gathering & Reconciliations - Income, AUM, Monthly Portfolio Reports, Client Review Reports

Duties

  • Assist with daily office operations, ensuring all tasks are completed efficiently and effectively.
  • Perform data entry tasks accurately and in a timely manner to maintain up-to-date records.
  • Manage incoming calls with professionalism, demonstrating excellent phone etiquette.
  • Utilise Microsoft Office and Google Workspace to create documents, spreadsheets, and presentations as needed.
  • Maintain organised filing systems for both physical and digital documents.
  • Support financial processes by managing invoices and transactions using QuickBooks.
  • Collaborate with team members to streamline administrative processes and improve overall productivity.
  • Provide clerical support including typing correspondence and preparing reports.

Skills

  • Previous office experience is essential for understanding the demands of an administrative role.
  • Strong computer skills, particularly in Microsoft Office Suite (Word, Excel, PowerPoint) and Google Workspace applications.
  • Demonstrated administrative experience with a focus on organisation and efficiency.
  • Excellent phone etiquette to ensure professional communication with clients and stakeholders.
  • Outstanding organisational skills to manage multiple tasks effectively while maintaining attention to detail.
  • Proficient typing skills for efficient data entry and document preparation.
  • Familiarity with QuickBooks is advantageous for managing financial records.
  • Experience in clerical roles will be beneficial for performing various administrative tasks. We invite motivated individuals who are eager to contribute to our team's success while developing their skills in a supportive environment to apply for this exciting opportunity as an Operations Associate.

Job Types: Full-time, Permanent

Pay: ₹27, ₹37,500.00 per month

Benefits:

  • Paid sick time

Experience:

  • mutual funds: 1 year (Preferred)
  • Financial services: 1 year (Preferred)
  • Wealth management: 1 year (Preferred)

Location:

  • Sadashivanagar, Bengaluru, Karnataka (Preferred)

Work Location: In person

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